Filed January 6, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping fees; Fi... | $124,170 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $81 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,659 | $104,697+7.6% | $96,544+16.7% | $80,160+40.5% |
| Participation rate | 88.9% | 86.4%+2.6pp | 76.0%+13.0pp | 72.9%+16.0pp |
| Annual return | 16.75% | 21.78%-5.0pp | 25.84%-9.1pp | 40.38%-23.6pp |
| Employer contribution / active EE | $2,526 | $3,536-28.6% | $2,965-14.8% | $2,978-15.2% |
| Participant deferral / active EE | $4,981 | $6,188-19.5% | $4,851+2.7% | $5,017-0.7% |
| Admin fee / account holder | $91 | $107-14.5% | $8,252-98.9% | $145-37.0% |